U.S. Capital Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio WTS Stock Details WTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,380	Closed	-$485K	–	936
2025 Q1	$485K	Buy	2,380 +180	+8%	+$37.7K	0.01%	596
2024 Q4	$447K	Hold	2,200	–	–	0.01%	586
2024 Q3	$456K	Sell	2,200 -150	-6%	-$29K	0.02%	502
2024 Q2	$431K	Buy	2,350 +49	+2%	+$9.83K	0.02%	486
2024 Q1	$489K	Hold	2,301	–	–	0.02%	471
2023 Q4	$479K	Buy	2,301 +1	+0%	+$189	0.02%	459
2023 Q3	$397K	Hold	2,300	–	–	0.02%	468
2023 Q2	$423K	Sell	2,300 -1	-0%	-$167	0.02%	468
2023 Q1	$387K	Buy	2,301 +1	+0%	+$165	0.02%	488
2022 Q4	$336K	Hold	2,300	–	–	0.02%	515
2022 Q3	$289K	Hold	2,300	–	–	0.01%	527
2022 Q2	$283K	Sell	2,300 -1,100	-32%	-$143K	0.01%	568
2022 Q1	$475K	Hold	3,400	–	–	0.02%	524
2021 Q4	$660K	Hold	3,400	–	–	0.03%	462
2021 Q3	$572K	Buy	+3,400	New	+$545K	0.02%	488

Other funds holding WTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

U.S. Capital Wealth Advisors's WTS Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of Watts Water Technologies (WTS) in Q2 2025, closing a stake of 2,380 shares — an estimated $485K sold.

U.S. Capital Wealth Advisors first reported a position in WTS in Q3 2021 and held it in 15 quarters. The position peaked at $660K in Q4 2021. 460 funds tracked by Wall St. Rank hold WTS as of Q2 2025.

U.S. Capital Wealth Advisors reported no remaining Watts Water Technologies position as of Q2 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 2,380 Watts Water Technologies shares in Q2 2025, an estimated $485K.
U.S. Capital Wealth Advisors first reported a position in Watts Water Technologies in Q3 2021 and held it in 15 quarters.
U.S. Capital Wealth Advisors's Watts Water Technologies position peaked at $660K in Q4 2021.
460 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.